Relationship Banker I

Fidelity Bank; Royal Park (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

Fidelity Bank is seeking a Relationship Banker I in Lexington, NC to perform teller transactions, assist customers with accounts, and provide exceptional service. You will balance cash drawers, identify needs, and support branch goals while adhering to bank policies and risk controls.

The role emphasizes accurate cash handling, customer engagement, and timely processing within a regular full-time schedule at the Lexington branch. Strong sales orientation is a plus.

Qualifications

• High school diploma or GED with one year of cash handling and customer service experience.
• Strong relationship skills.
• Basic math and computer skills.
• High level of accountability, efficiency, and accuracy.
• Exceptional time management, communication, and customer service skills.
• Must maintain a friendly, courteous, and professional demeanor.
• Must complete teller training classes.
• Ability to pass a background check.
• Strong sales skills.

Responsibilities

• 40% of duties involve handling customer transactions and assisting with account inquiries; balance cash drawers and vault; reconcile discrepancies.
• 15% identify customer needs and offer appropriate bank products and services.
• 10% assist with internal controls and daily report follow-up; handle night depository deposits and other duties as assigned.
• 10% deliver superior customer service in line with Right by You standards.
• 10% mitigate losses through accuracy and adherence to bank policies and regulatory guidelines.
• 10% achieve individual or team financial, production, and relationship goals based on metrics.
• 5% perform other duties as assigned.

Skills

Relationship building

Cash handling

Math skills

Computer skills

Accountability

Time management

Customer service

Professional demeanor

Teller training

Background check

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker I

Lexington Regular Full-Time Lexington, NC, US

SUMMARY:

The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals.

PRINCIPAL ACCOUNTABILITIES:

Time: Description:

• 40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies.
• 15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services.
• 10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned.
• 10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service.
• 10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual.
• 10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• 5% Other duties as assigned.

BASIC QUALIFICATIONS:

High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS:

• Strong relationship skills.
• Basic math and computer skills.
• High level of accountability, efficiency, and accuracy.
• Exceptional time management, communication, and customer service skills.
• Must maintain a friendly, courteous, and professional demeanor.
• Must complete teller training classes.
• Ability to pass a background check.

PREFERRED QUALIFICATIONS:

Strong sales skills

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer